Fiduciary Alliance’s WisdomTree International MidCap Dividend Fund DIM Stock Holding History

Fiduciary Alliance’s Portfolio DIM Stock Details DIM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-78	Closed	-$4.49K	–	357
2023 Q2	$4.49K	Buy	+78	New	+$4.61K	﹤0.01%	706
2023 Q1	–	Sell	-78	Closed	-$4.33K	–	327
2022 Q4	$4.33K	Buy	+78	New	+$4.11K	﹤0.01%	569

Other funds holding DIM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SMC

Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fiduciary Alliance's DIM Position: Q3 2023 in Review

Fiduciary Alliance sold out of WisdomTree International MidCap Dividend Fund (DIM) in Q3 2023, closing a stake of 78 shares — an estimated $4.49K sold.

Fiduciary Alliance first reported a position in DIM in Q4 2022 and held it in 2 quarters. The position peaked at $4.49K in Q2 2023. 37 funds tracked by Wall St. Rank hold DIM as of Q3 2023.

Fiduciary Alliance reported no remaining WisdomTree International MidCap Dividend Fund position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 78 WisdomTree International MidCap Dividend Fund shares in Q3 2023, an estimated $4.49K.
Fiduciary Alliance first reported a position in WisdomTree International MidCap Dividend Fund in Q4 2022 and held it in 2 quarters.
Fiduciary Alliance's WisdomTree International MidCap Dividend Fund position peaked at $4.49K in Q2 2023.
37 funds tracked by Wall St. Rank held WisdomTree International MidCap Dividend Fund as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.